Meet Beverly


As Director of Client Services for Geist Family Wealth, Beverly works with our team to deliver a memorable client experience centered on hospitality and attention to detail. She focuses on your individual needs and strives to exceed your expectations. Her favorite question is, “How can I help?”

Before joining Geist Family Wealth, she accumulated more than 15 years of experience serving in various executive administration and assistance roles within the finance, insurance and nonprofit sectors.

A wife, mother and grandmother, Beverly enjoys spending time with her family, especially her grandchildren, outside of work. She is passionate about helping others and actively serves in her church community.


Favorite food:

Anything Italian

Favorite quote:

“Live today as if it were your last.”

Hidden talent:

Solving jigsaw puzzles in record time.

Favorite book:

“A Grace Disguised: How the Soul Grows Through Loss” by Jerry Sittser

Favorite TV show:


What motivates you:

Hearing people’s stories

Biggest accomplishment:

Raising our two sons and watching them become successful husbands, fathers and leaders

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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.